Anic Equity¶
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Total return since start: 0.556 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47527.24 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46129.22 Kr¶
PnL: ---------------------------------------> -759.35 Kr¶
DD now: ---------------------------------> -2.267 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 09:00:01.632595'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.110000 | 3105.000000 | 178.000000 | 6.080000 | 2927.000000 |
| HEBA B | 70 | 0.000000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| HMS Networks | 2 | -0.050000 | 779.600000 | 106.600000 | 15.840000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.000000 | 3514.800000 | 60.800000 | 1.760000 | 3453.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.000000 | 408.400000 | 53.400000 | 15.040000 | 355.000000 |
| MedCap | 2 | 0.000000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| SAAB B | 8 | 0.000000 | 3420.000000 | 43.000000 | 1.270000 | 3377.000000 |
| Corem Property Group B | 59 | 0.000000 | 613.600000 | 36.600000 | 6.340000 | 576.999999 |
| Resurs Holding | 22 | 0.000000 | 610.060000 | 36.060000 | 6.280000 | 573.999998 |
| Swedbank A | 3 | -0.230000 | 588.000000 | 24.000000 | 4.260000 | 564.000000 |
| AcadeMedia | 12 | 0.000000 | 579.360000 | 22.360000 | 4.010000 | 557.000004 |
| Intrum | 4 | -0.070000 | 547.600000 | 20.600000 | 3.910000 | 527.000000 |
| OEM International B | 7 | 0.000000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Securitas B | 6 | 0.000000 | 588.000000 | 18.000000 | 3.160000 | 570.000000 |
| Norva24 Group | 16 | 0.000000 | 560.000000 | 17.000000 | 3.130000 | 543.000000 |
| Boozt | 12 | 0.000000 | 1670.400000 | 16.400000 | 0.990000 | 1653.999996 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 257.040000 | 11.040000 | 4.490000 | 246.000000 |
| Coor Service Management Hold. | 8 | 0.000000 | 540.800000 | 8.800000 | 1.650000 | 532.000000 |
| Karnov Group | 9 | -0.830000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Handelsbanken A | 5 | 0.000000 | 540.250000 | -5.750000 | -1.050000 | 546.000000 |
| Midsona B | 63 | 0.890000 | 572.670000 | -10.330000 | -1.770000 | 582.999984 |
| CTEK | 13 | 0.770000 | 513.500000 | -20.500000 | -3.840000 | 533.999999 |
| International Petroleum Corp. | 5 | -1.310000 | 566.500000 | -28.070000 | -4.720000 | 594.565215 |
| Essity B | 2 | 0.000000 | 534.400000 | -39.600000 | -6.900000 | 574.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.090000 | 3776.500000 | -73.500000 | -1.910000 | 3850.000000 |
| Essity A | 4 | 0.000000 | 1074.000000 | -75.000000 | -6.530000 | 1149.000000 |
| Fasadgruppen Group | 35 | 0.570000 | 3710.000000 | -101.000000 | -2.650000 | 3810.999990 |
| Beijer Electronics Group | 26 | 0.000000 | 2782.000000 | -189.000000 | -6.360000 | 2971.000006 |
| OX2 | 18 | 0.000000 | 1445.400000 | -218.600000 | -13.140000 | 1663.999992 |
| Axfood | 13 | 0.000000 | 3467.100000 | -288.900000 | -7.690000 | 3756.000001 |
| Ovzon | 52 | 0.000000 | 2782.000000 | -580.000000 | -17.250000 | 3361.999992 |
| TOTAL | 46129.220000 | -759.350000 | -2.26743% | 46888.564618 |
Updated:¶
'2023-01-30 09:00:17.112657'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
